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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,003 | $105,284+6.4% | $150,734-25.7% | $94,015+19.1% |
| Participation rate | 61.3% | 71.7%-10.4pp | 78.4%-17.2pp | 70.8%-9.5pp |
| Annual return | 10.56% | 15.67%-5.1pp | 600.81%-590.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,872 | $4,274+107.6% | $5,610+58.2% | $4,249+108.8% |
| Admin fee / account holder | $5,192 | $9,839-47.2% | $14,905-65.2% | $8,951-42.0% |